Practical help for your next business priority.

When this helps: Growth, changing business needs, aging systems, or competing demands make the next investment unclear.

Services we can agree in scope

• Business and technology alignment. Understand your mission, services, customers, workforce, funding, and business priorities.
• Current-state and maturity reviews. Assess how people, processes, systems, and providers support the work today.
• Technology and investment planning. Compare modernization, sourcing, and AI opportunities against value, cost, readiness, and risk.
• Leadership and transition support. Provide fractional CIO, CTO, or CISO leadership, clarify priorities, and guide leadership handoffs.

When this helps: Policies are outdated, decisions stall, responsibilities overlap, or leaders need better oversight.

Services we can agree in scope

• Decision rights and accountability. Define who approves spending, owns services and risks, accepts exceptions, and reports results.
• Policies, procedures, standards, and playbooks. Review or develop practical documents for acceptable use, AI, access, data handling and retention, incident response, continuity, and recovery, as agreed in scope.
• Requirements and document management. Map applicable business, legal, regulatory, and contractual requirements with your accountable leaders and advisers. Assign document owners, approvals, review dates, and exception processes.
• Leadership and board reporting. Build reporting on value, cost, performance, risk, compliance progress, and decisions requiring attention.

Reference points: COBIT for governance and accountability, with applicable laws, regulations, standards, and contractual requirements informing policies and oversight.

When this helps: Costs keep rising, renewals arrive unexpectedly, licenses go unused, or supplier performance is unclear.

Services we can agree in scope

• Spending and license reviews. Bring technology services, budgets, subscriptions, licenses, and actual use into one view.
• Contracts and renewals. Review commercial terms, dependencies, renewal dates, service expectations, and exit needs with the appropriate advisers.
• Investment and sourcing decisions. Compare total costs, expected benefits, delivery options, and risks; support supplier selection and negotiations.
• Vendor performance. Agree service measures, ownership, escalation, and follow-up. Link supplier decisions to the third-party risk review.

When this helps: Systems do not connect, changes create new problems, or teams need a practical path from today's setup to a better one.

Services we can agree in scope

• Requirements and service planning. Translate business needs into service expectations, responsibilities, and acceptance criteria.
• Process and dependency mapping. Trace inputs, decisions, handoffs, systems, data, and providers across departmental boundaries.
• Architecture and integration reviews. Assess application, data, cloud, network, identity, and security designs against business needs.
• Transition planning. Define the target design, sequencing, dependencies, safeguards, and handoff to everyday support.

When this helps: A key person is leaving, roles are unclear, knowledge is concentrated, or employees need practical guidance.

Services we can agree in scope

• Roles, skills, and team development. Assess responsibilities, capacity, skills, delegation, succession, and development needs.
• Knowledge transfer. Document important work, support procedures, system knowledge, and leadership transition needs.
• Cybersecurity and HIPAA training. Develop or update role-based cybersecurity and applicable HIPAA privacy and security training, coordinated with your privacy and compliance owners.
• Change adoption. Prepare people for revised processes, systems, and AI rules with clear guidance, practice, and feedback.

When this helps: Aging equipment, inconsistent configurations, capacity limits, or cloud changes affect reliability and support.

Services we can agree in scope

• Asset and identity inventory assessment. Establish a baseline of included infrastructure, endpoints, networks, cloud services, and identities. Use the findings to support ownership, access reviews, and risk follow-up.
• Cloud, network, and workplace improvements. Plan, implement, and harden agreed changes to hybrid platforms, connectivity, workplace technology, and access foundations. Document configuration baselines and validate functionality and safeguards.
• Lifecycle and capacity planning. Identify supportability, performance, capacity, maintenance, and replacement priorities.
• Backup and technical recovery. Review backup coverage, protection, restoration procedures, and infrastructure recovery against agreed business needs.

Assessment tool: We use our Asset & Identity Inventory tool in scoped engagements. Explore the inventory assessment

When this helps: Support requests linger, the same issues recur, outages interrupt work, or teams and providers disagree about ownership.

Services we can agree in scope

• Service support improvement. Review Tier 1, 2, and 3 support, request handling, service levels, escalation, and provider handoffs.
• Incident and problem management. Restore service, identify recurring causes, and track corrective work through completion.
• Change and release coordination. Clarify approvals, testing, communication, rollback plans, and transition to support.
• Operational monitoring and reporting. Define meaningful availability, capacity, performance, and service measures, with owners for alerts and follow-up.

Reference points: ITIL for service management, operational practices, and continual improvement.

When this helps: Applications create duplicate work, workflows depend on manual handoffs, or changes are difficult to release and support.

Services we can agree in scope

• Application and workflow reviews. Assess business fit, use, supportability, integration needs, and opportunities to simplify.
• Custom development and integration. Design, build, test, and maintain agreed applications, websites, integrations, and workflow automation around business requirements.
• SDLC and Secure SDLC. Establish, improve, or work within your software development lifecycle, with security requirements, design reviews, secure coding, testing, release checks, and improvement built into delivery.
• Implementation and adoption. Agree acceptance criteria, migration and rollback needs, documentation, training, and support ownership.

Reference points: OWASP application security guidance for requirements, secure development, testing, and review.

Hands-on technical capabilities: C#, SQL, KQL, Python, and web development support scoped software, integration, automation, data, and security analysis work. See security checkpoints through delivery

When this helps: Reports conflict, data ownership is unclear, sensitive information is hard to locate, or AI inputs need better controls.

Services we can agree in scope

• Data discovery and ownership. Identify important data, its sources, flows, uses, accountable owners, and handling needs.
• Quality and reporting. Define useful measures, improve data quality, and build reporting that supports business decisions.
• Classification, retention, and handling. Develop practical rules for access, sharing, retention, and disposal with the appropriate business and compliance owners.
• AI input and output requirements. Define permitted inputs, sensitive information to remove or replace, approved output destinations, and review requirements.

Software: GoBauer Redact & Restore is our planned Windows app for preparing selected text for approved sharing and restoring matching details locally. Explore Redact & Restore

Explore the SQL Server Modernization & Data Trust Review for a scoped data-platform decision.

When this helps: Too many projects compete for resources, delivery slips, or completed work does not produce the expected benefit.

Services we can agree in scope

• Portfolio prioritization. Make the project queue, capacity, funding, dependencies, and expected benefits visible.
• Project planning and recovery. Clarify scope, sponsorship, milestones, risks, responsibilities, and decisions needed to move forward.
• Secure delivery oversight. Integrate security checkpoints, named owners, review evidence, and release decisions into project planning and delivery, including work across teams and providers.
• Acceptance and benefits review. Agree success criteria, prepare the handoff to support, and check results after implementation.

When this helps: Leadership needs a clear view of safeguards, security coverage, testing, or incident readiness.

Services we can agree in scope

• Assets, identities, and safeguards. Review the systems, accounts, endpoints, applications, cloud services, and data within the agreed scope; identify control owners and gaps.
• Identity and privileged access. Review identity and access management (IAM), privileged access management (PAM), authentication, service and agent accounts, access reviews, and timely access removal.
• Breached Password Exposure Assessment. Identify Active Directory accounts using passwords that match known breach-password datasets, agree remediation priorities, and define any recheck. View the assessment tool and scope
• Endpoint, application, and data protection. Assess configurations, patching, encryption, access restrictions, and other agreed protections for business information.
• Website, application, and infrastructure hardening. Reduce avoidable exposure through agreed code and configuration changes, patching, least privilege, secure defaults, and removal of unnecessary services. Validate intended behavior and document remaining risks.
• Monitoring and detection. Review log sources, collection, access and retention, detection coverage, alert triage, escalation, and who responds. Agree coverage and provider responsibilities.
• Vulnerability assessment and security testing. Scope vulnerability assessments, penetration tests, and technical attack and defense exercises. Coordinate specialist testing, track remediation, and verify agreed fixes.
• Incident response and management. Review or develop response plans and playbooks for identity, endpoint, and data compromise, ransomware, insider risk, and business email compromise. Clarify escalation, containment, communications, recovery, evidence preservation, chain of custody, and forensic coordination.
• Exercises and improvement. Run leadership and response tabletop exercises; coordinate red team, blue team, or purple team technical exercises where agreed; track findings and post-incident improvements.

Reference points: NIST CSF, relevant NIST publications, ISO/IEC 27001, and OWASP security guidance, selected for the agreed assessment.

When this helps: The board, a customer, an insurer, or a regulator needs evidence, or critical operations have not been tested against disruption.

Services we can agree in scope

• Risk assessment and management. Assess scoped systems, identities, data, suppliers, AI use, and agents against business needs and applicable requirements. Record impact, likelihood, treatment options, owners, acceptance decisions, and follow-up.
• Third-party risk. Review critical vendors and employee-adopted services, evidence, data access, dependencies, and remediation or exit needs.
• Compliance readiness and evidence. Map applicable requirements and agreed frameworks to controls, owners, gaps, and evidence. Support HIPAA, NYDFS, CCPA (as amended by CPRA), and GDPR readiness where applicable, alongside PCI DSS, relevant ISO standards, SOC 2, and HITRUST requirements within the agreed scope.
• Business continuity and disaster recovery. Develop or improve business impact analysis, continuity and recovery programs, critical dependencies, alternate ways of working, communication, recovery priorities, and acceptable downtime and data loss.
• Continuity exercises and recovery testing. Exercise business decisions and alternate procedures, and coordinate technical restoration tests. Record observed results against agreed recovery needs and assign improvements.

We agree applicability, assessment scope, evidence, and the role of appropriate legal, privacy, or assurance advisers with you. Explore requirements, frameworks, and standards

We translate applicable requirements and selected guidance into controls, owners, remediation, and evidence. References are selected for your organization and scope.

Laws and regulations

HIPAA, NYDFS Part 500, CCPA as amended by CPRA, and GDPR, where applicable to the organization and work.

Standards and assurance requirements

PCI DSS, relevant ISO standards such as ISO/IEC 27001, ISO 22301, and ISO/IEC 42001, and SOC 2 and HITRUST readiness requirements. PCI DSS is a payment security standard.

Management frameworks and security guidance

COBIT for governance and accountability; ITIL for service management and improvement; NIST CSF, relevant NIST publications, and NIST AI RMF for selected security, risk, identity, response, and AI work; and OWASP application and GenAI security guidance for software, connected tools, and agents.

For privacy work, agreed services can include data inventories, retention rules, access and deletion workflows, vendor data handling, policy updates, and evidence. Formal legal advice, attestation, and certification are separately scoped with the appropriate advisers and assessors.